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30% AGI for Donor Advised Fund with Mutual Fund
I gave cash to some charities, and I opened a donor advised fund using mutual funds. How does TT know to use the 30% of AGI for the donor advised fund portion? I used the stock option for the Donor advised fund, but do not know how to limit the amount--I need to identify it as a 30% charity.
March 8, 2022
12:40 PM